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Edmond de Rothschild Tricolore Rendement C

Ranked 2 out of 3 in - France over 12 months
All calculations are in EUR unless stated

Managed by

Pierre Nebout

Pierre Nebout was born in Bordeaux, France in the mid 60’s. He attended the La Sorbonne University, Paris, Ecole Supérieure d'Electricité, Paris and the Institut d'Etudes Politiques, Paris where he studied Business Administration, Electrical Engineering, IT and Political Science. Pierre started his career in 1992 as a research officer during the launch of Banco del Desarrollo’s micro-enterprise credit programme in Santiago, Chile, as part of a voluntary aid programme. In 1994, after a six-month project management mission with AXA IM, he moved to the fund management department at the Caisse des Dépôts et Consignations, dealing with Livret A regulated savings as a co-manager for French equity funds. He joined Edmond de Rothschild Asset Management in July 2004 as a manager of French equity funds. He specialises in investing in French large and mid-cap equities. Outside of work he is a wine connoisseur and has studied Oenology. He also produces his own wine in Bordeaux.

Objective

The management objective of the FCP, over a recommended investment period of more than 5 years, is to grow net asset value by investing in predominantly French companies whose valuation characteristics suggest that they are likely to perform strongly.

Showing fund performance in Netherlands View performance globally

Performance

France over : 31/08/2017 - 31/08/2018
  • Rank 2/3 Total Return
  • Rank 1/3 Standard Deviation
  • Rank 2/3 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.3% -1.5%
2017 8.7% 5.3% 2.9% 3.5% -3.1%
2016 4.7% -6.7% -4.9% 7.7% 9.5%
2015 16.4% 18.7% -1.7% -6.9% 7.2%
2014 0.9% 5.4% 0.1% -1.9% -2.5%
2013 24.3% 5.3% 2.8% 9.2% 5.2%
2012 14.8% 7.3% -5.8% 6.1% 7.1%
2011 -16.4% 3.7% 1.4% -24.1% 4.7%
2010 0.2% 1.0% -9.2% 5.8% 3.3%
2009 20.4% -9.4% 10.7% 17.8% 1.9%
2008 -28.3% -11.4% -3.5% -5.9% -10.9%
2007 4.5% 4.0% 7.0% -4.0% -2.2%
2006 16.6% 7.2% -1.1% 4.3% 5.5%
2005 20.5% 6.5% 5.9% 6.5% 0.3%
2004 21.0% 7.7% 4.7% 0.9% 6.4%
2003 19.2% -13.3% 19.7% 4.1% 10.3%
2002 -5.5% 9.4% -1.3% -16.9% 5.3%
2001 7.0% 3.3% 6.2% -10.2% 8.6%
2000 24.2% -1.2% 10.1% 6.3% 7.5%
1999 37.1% 9.5% 10.6% 4.9% 7.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. France
  3. Germany
  4. Italy
  5. Luxembourg
  6. Netherlands
  7. Spain
  8. Switzerland

Fund Info

  • Launch date04/12/1998
  • Share Class size1,127Mn
  • Base currencyEUR
  • ISIN FR0010588343

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0.001

Charges

  • Annual management2.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).